Ae Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,956 shares of IBTG stock, worth $67,662. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,956
Previous 2,956
-0.0%
Holding current value
$67,662
Previous $67,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
64.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio